Plan Ledger DOL Form 5500 · updated monthly

Valley of the Sun Jewish Community Center, Inc.401(k)

VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN · SCOTTSDALE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.27%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Valley of the Sun Jewish Community Center, Inc. reported $4,811 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. Employer contributions averaged $366 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Arizona (1,092nd of 1,285), and 2,940th of 3,341 in other services. In 2022, employees put in $3.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,642,310
Participants with balances83
Active participants95
Employer contributions$34,726
Employee contributions$121,160
Employer contribution per active participant$366
Average account balance$19,787
Benefits paid to participants$171,175
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN MOFFITT BEHM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,811
Total administrative$4,811
The Valley of the Sun Jewish Community Center, Inc. 401(k) match · 2022
Employer contribution per active participant$366
Median for plans this size$1,114

Valley of the Sun Jewish Community Center, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,811 · 0.27%
Similar plansOther Services · Arizona
Lee Hill Investments LLC AZ$2.0M · 0.54%
Gcaz Services, Inc. AZ$1.8M · 0.62%
Aallgroup Southwest AZ$1.1M · 1.33%
Turnbull Law Group LLC AZ$940K · 1.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860622258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.